CF Industries Holdings, Inc. filed its quarterly report on Form 10-Q with the SEC on August 6, 2026, covering the three and six months ended June 30, 2026.

Key Highlights

  • Q2 net sales of $2,222 million: up from $1,890 million in the same quarter of 2025, according to the filing.
  • Q2 net earnings of $869 million: compared to $492 million in Q2 2025, with $727 million attributable to common stockholders.
  • Diluted EPS of $4.73: for the second quarter of 2026, versus $2.37 in Q2 2025.
  • Six-month net sales of $4,208 million: versus $3,553 million for the first half of 2025.
  • Litigation settlement gain of $170 million: recorded in the six months ended June 30, 2026, as disclosed in the consolidated statements of operations.
  • Total assets of $15,099 million: as of June 30, 2026, up from $14,088 million at December 31, 2025.
  • 151,338,130 shares outstanding: as of August 3, 2026, per the filing cover page.

CF Industries Q2 2026: Revenue, Earnings, and Balance Sheet Details

According to the filing, CF Industries Holdings, Inc. (New York Stock Exchange: CF) reported net sales of $2,222 million for the three months ended June 30, 2026, compared to $1,890 million for the same period in 2025. Cost of sales declined to $1,077 million from $1,135 million, producing a gross margin of $1,145 million in Q2 2026 versus $755 million in Q2 2025. Operating earnings for the quarter were reported at $1,121 million, compared to $648 million in the prior-year period.

For the six months ended June 30, 2026, the filing reports net sales of $4,208 million and net earnings of $1,545 million, of which $1,342 million was attributable to common stockholders. Basic and diluted earnings per share attributable to common stockholders for the first half were $8.72 and $8.71, respectively. The company disclosed a litigation settlement gain of $170 million, insurance recoveries for property damage of $25 million, and insurance recoveries for business interruption of $50 million within the six-month period. An asset impairment charge of $23 million was also recorded in both the three- and six-month periods ended June 30, 2026.

The consolidated balance sheet as of June 30, 2026, shows total assets of $15,099 million and total equity of $8,920 million, including $5,748 million in total stockholders' equity and $3,172 million in noncontrolling interests. Cash and cash equivalents stood at $2,480 million, up from $1,982 million at December 31, 2025. Long-term debt was reported at $3,216 million. During the six months ended June 30, 2026, the filing discloses purchases of treasury stock of $247 million and dividends and dividend equivalents of $1.00 per share, totaling $154 million. Contributions from noncontrolling interests for the same period were $233 million, with distributions declared to noncontrolling interests of $201 million.

What Was Disclosed

CF Industries filed its Form 10-Q for the quarter ended June 30, 2026, disclosing income statement, balance sheet, comprehensive income, equity, and cash flow data for the three- and six-month periods, including a litigation settlement gain, insurance recoveries, and an asset impairment charge.